Something is changing in the markets, and I think many people don’t see it. The dollar’s collapse is no longer speculation—it’s a process unfolding right before our eyes.

The Fed has started signaling the risk of intervention in the FX market. At the same time, the US is actively selling dollars to support Japonia. This is not just a normal correction—it’s a coordinated action meant to change currency relationships. Jena is still weakening, but Japanese bond yields are rising. This divergence between yields and currency moves creates enormous stress in the market.

What does this mean? That the dollar’s collapse will be accompanied by changes across the entire asset ecosystem. The debt burden in the US is falling because exports are getting cheaper. This is a classic scenario in which a weaker dollar supports the real economy.

Meanwhile, hard assets are drawing in liquidity. Stocks are reaching new highs. złoto at ATH. srebro is becoming parabolic. Everyone is already positioned for this move. When everyone is on the same side, and markets are at such an advanced stage of the cycle, macro moves never end cleanly.

This is a seismic shift in market dynamics, and the dollar’s collapse is its epicenter.

Disclaimer: This is not financial advice.